Current Market Value 716,993,320
Current Holdings 426
Most Recent File Date 2025-07-31
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by 180 Wealth Advisors, Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-31 2025-06-30 13F-HR 426 716,993
2025-04-09 2025-03-31 13F-HR 413 627,864
2025-01-14 2024-12-31 13F-HR 430 638,325
2024-11-01 2024-09-30 13F-HR 445 635,296
2024-07-16 2024-06-30 13F-HR 434 613,143
2024-04-16 2024-03-31 13F-HR 404 556,327
2024-01-25 2023-12-31 13F-HR 385 499,686
2023-11-01 2023-09-30 13F-HR 373 444,317
2023-07-12 2023-06-30 13F-HR 365 455,382
2023-04-07 2023-03-31 13F-HR 365 429,801
2023-02-02 2022-12-31 13F-HR 366 425,226
2022-10-12 2022-09-30 13F-HR 356 363,355
2022-07-11 2022-06-30 13F-HR 368 391,643
2022-04-22 2022-03-31 13F-HR 375 458,207
2022-01-26 2021-12-31 13F-HR 382 445,417
2021-10-28 2021-09-30 13F-HR 388 453,930
2021-08-13 2021-06-30 13F-HR 371 437,290
2021-05-25 2021-03-31 13F-HR 344 403,313
2021-01-27 2020-12-31 13F-HR 311 346,614
2020-10-23 2020-09-30 13F-HR 265 266,707
2020-07-21 2020-06-30 13F-HR 261 251,672
2020-04-09 2020-03-31 13F-HR 220 192,652
2020-01-17 2019-12-31 13F-HR 263 250,821
2019-10-22 2019-09-30 13F-HR 253 226,161
2019-08-05 2019-06-30 13F-HR 247 222,203
2019-05-14 2019-03-31 13F-HR 250 220,422
2019-01-15 2018-12-31 13F-HR 253 214,233
2018-11-14 2018-09-30 13F-HR 254 216,302
2018-08-08 2018-06-30 13F-HR 242 201,838
2018-06-01 2018-03-31 13F-HR 229 192,597
2018-02-13 2017-12-31 13F-HR 239 196,431